JELGX vs. TSAIX
JELGX (John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio) and TSAIX (TIAA-CREF Lifestyle Aggressive Growth Fund) are both Diversified Portfolio funds. Over the past 10 years, JELGX returned 5.57%/yr vs 11.59%/yr for TSAIX. Their correlation of 0.92 means they have usually moved in the same direction. JELGX charges 0.18%/yr vs 0.04%/yr for TSAIX.
Performance
JELGX vs. TSAIX - Performance Comparison
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Returns By Period
In the year-to-date period, JELGX achieves a 6.14% return, which is significantly lower than TSAIX's 8.84% return. Over the past 10 years, JELGX has underperformed TSAIX with an annualized return of 5.57%, while TSAIX has yielded a comparatively higher 11.59% annualized return.
JELGX
- 1D
- 1.47%
- 1M
- -0.88%
- 6M
- 3.49%
- YTD
- 6.14%
- 1Y
- 14.16%
- 3Y*
- 10.70%
- 5Y*
- 5.56%
- 10Y*
- 5.57%
- ALL TIME*
- 2.09%
TSAIX
- 1D
- 2.37%
- 1M
- -0.37%
- 6M
- 5.88%
- YTD
- 8.84%
- 1Y
- 20.51%
- 3Y*
- 16.04%
- 5Y*
- 8.89%
- 10Y*
- 11.59%
- ALL TIME*
- 11.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JELGX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JELGX John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio | 6.14% | 10.85% | 11.92% | 13.80% | -14.85% | 12.82% | -1.50% | 19.53% | -6.56% | 12.01% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 8.84% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Correlation
The correlation between JELGX and TSAIX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2011 | 0.92 |
The correlation between JELGX and TSAIX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
JELGX vs. TSAIX — Risk / Return Rank
JELGX
TSAIX
JELGX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio (JELGX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JELGX | TSAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.81 | +0.10 |
| Martin ratioReturn relative to average drawdown | 7.32 | 7.59 | -0.26 |
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Drawdowns
JELGX vs. TSAIX - Drawdown Comparison
The maximum JELGX drawdown since its inception was -58.74%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for JELGX and TSAIX.
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Drawdown Indicators
| JELGX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -34.58% | -24.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -10.28% | +2.37% |
Max Drawdown (3Y)Largest decline over 3 years | -12.77% | -17.29% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -18.68% | -28.28% | +9.60% |
Max Drawdown (10Y)Largest decline over 10 years | -21.45% | -34.58% | +13.13% |
Current DrawdownCurrent decline from peak | -2.28% | -1.63% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -4.88% | -11.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.44% | -0.46% |
Volatility
JELGX vs. TSAIX - Volatility Comparison
The current volatility for John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio (JELGX) is 2.93%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 4.30%. This indicates that JELGX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JELGX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 4.30% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 11.82% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 14.29% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.77% | 16.43% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 17.61% | -7.00% |
JELGX vs. TSAIX - Expense Ratio Comparison
JELGX has a 0.18% expense ratio, which is higher than TSAIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
JELGX vs. TSAIX - Dividend Comparison
JELGX's dividend yield for the trailing twelve months is around 7.73%, more than TSAIX's 6.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JELGX John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio | 7.73% | 8.21% | 2.68% | 15.02% | 4.73% | 2.20% | 8.29% | 9.21% | 12.38% | 0.00% | 0.00% | 0.00% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 6.78% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Frequently Asked Questions
With a correlation of 0.90, JELGX and TSAIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
TSAIX has higher volatility (4.30%) compared to JELGX (2.93%). In terms of maximum drawdown, JELGX dropped -58.74% vs TSAIX's -34.58%.
JELGX currently has the higher Sharpe Ratio (1.32 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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